SKILL-UP SERIES

Ready, Set, Go

Give your clients confidence with smarter forecasts. This series will give you a structured forecasting process, so you can deliver more impactful advice and nurture engaged client relationships.

Presented by Ben Cooper from Amplify with Fathom's Rowan Eister.

PART 1: READY

Laying the foundation

How to approach and understand your clients’ needs and objectives, involve the right team members and define success.

PART 2: SET

Building the roadmap

How to plot a realistic roadmap to success using Fathom’s forecasting tools, integrating real-life examples and scenarios.
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PART 3: GO

Moving forward with your clients

What happens next? How to stay nimble as unexpected events play out in the business or once clients reach their original goals.
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Question and answer time

Q&A with Ben Cooper

Sit down with Ben as he answers all your questions about forecasting with Fathom. 
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"Forecasting is absolutely world class. Incredibly powerful and incredibly valuable."
David Maher
Director, Right Brain Insights

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